Sutton Capital Private Equity Venture Capital Rotation

Venture Capital & Private Equity Professional Education

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What You Get

The First Ever Immersive Private Equity & Venture Capital Program

MONDAY NIGHTS (LIVE REMOTE) : Immersive Dealflow Training
WEDNESDAY NIGHTS (LIVE REMOTE) : Financial Modeling & Theory
WEDNESDAY AFTERNOONS (LIVE REMOTE): Live Networking With Investors
LIVE IN PERSON EVENTS/NETWORKING: With Active Private Equity / VC Investors
ONE ON ONE COACHING (LIVE REMOTE): We'll Develop a Personalized Career Plan For You
SELF GUIDED LECTURES: See Modules Below

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Learn About Our Alumni

Self Guided / On Demand Learning Modules

Live Sessions Are Also Available for Playback

1. Terms & Privacy Policy
2. Orientation / Overview
1. Join Slack Channel
2. Dealflow Outreach Best Practices
3. Zoom Meetings & Calendar Invites
4. Live Sessions (recorded on private Facebook group): Monday Partners Meetings & Wednesday Academic Sessions
5. Guest Investor (VC & Private Equity) Speaker Recordings
6. Career Coaching / Office Hours
7. Instructor (Roles & Resonsibilities)
8. Link to Deals using Spinup
9. Questions & Support
1. Video: Investment Management Universe
2. Slides (Invesment Management Universe)
3. Slides (Buy Side vs. Sell Side)
4. Reference Links
5. Slides: Intro to Hedge Funds
6. Video: Intro to Hedge Funds
1. Video: Private Equity and Venture Capital Landscape
2. SLIDES: How Private Equity & Venture Work Together
3. SLIDE: VC Funding Stages
4. SLIDES: The Evolution of Venture Capital
5. Referenced Links
1. Career Pathways
2. Venture Capital Career Pathways
3. Reference Links
4. Your Career Plan
1. Video: Private Equity 101
2. Private Equity 101 Slides
3. Reference Links
4. Mentorship Session with PE Firm
1. VIDEO: Corporate Venture Capital
2. Corporate Venture Capital Fundamentals & Objectives
3. Reference Links
1. Secondaries - Video Lecture
2. Secondary Markets, How to Start a Secondaries Business, Mechanics, etc..
1. VC Processes and Frameworks
2. VC Processes & Frameworks.pdf
3. Solo Capitalists and How They Are Innovating on the Venture Model
4. Supporting Links
5. Referred: Different Types of Returns
6. Spreadsheet for Different Types of Returns
1. Video: Marketsizing & Penetration
2. Slides: Marketsizing & Penetration
3. Reference Links - data cheatsheets
1. Video: How to Develop an Investment Thesis
2. Slides: Investment Thesis
3. Investment Thesis Examples
1. Video: Sourcing Logistics
2. Slides: Sourcing Logistics
3. Video: How to Source Deals (Private Equity & VC)
4. Slides: Additional Sourcing Strategies
5. Reference Links - Sourcing Deals
6. Monday Partners Meeting - Trello Board
7. DEAL SHEET Template
1. Startup Outreach Strategies
2. Pass Email Example
3. WHY VCs Don't Sign NDAs
4. Startup Outreach Strategies
1. Video Financial Statements, The 3 Statement Startup Financial Model, & KPIs
2. Financial Modeling, Statements, & KPIs
3. TEMPLATE: Financial Model (make a copy)
4. Video: Guest Lecturer with a CFO who manages Venture Backed Deals
5. Slides: Guest Lecturer with a CFO who manages Venture Backed Deals
6. 3 Statement Financial Model (Download)
7. Revenue & Churn Analysis Model
8. Reference Links
9. User Retention Benchmarks
10. Good MRR Growth Example
11. How to model an SPV
12. Return Analysis Model & Explanation from a Top VC
13. Mobile Growth Marketing Financial Model
14. VC Scorecard method
15. VIDEO: Statement of Cashflows vs. Cashflow Statement
16. EXCEL MODEL: Statement of Cashflows vs. Cashflow Statements
17. VIDEO: Waterfall / Return Analysis
18. EXCEL MODEL: Waterfall / Return Analysis
19. Excel: Venture Capital to Private Equity Exit Life Cycle Interview Case Study
20. Slides: Venture Capital to Private Equity Exit Life Cycle Interview Case Study
21. Video: Venture Capital to Private Equity Exit Life Cycle Interview Case Study
22. Slides: Private Equity Deal - End to End Deal Deal Overview
23. Excel: Private Equity Deal - End to End Deal Deal Overview
24. waterfall & catch up excel model
1. VIDEO: Discounted Cash Flow
2. Discounted Cash Flow Case Study 1
3. Links
1. Leveraged Buyouts Basics & Financial Model Walkthrough - Video
2. Leveraged Buyout - Slides
3. Leveraged Buyout Model (download excel)
4. Excel Model: 2nd Leveraged Buyout Model Case Study
5. Video: Leveraged Buyout Model Video
6. Building an LBO From Scratch (VIDEO)
7. Building an LBO from Scratch (excel models, financial data)
1. VIDEO: Weighted Average Cost of Capital
2. Excel Model - Weighted Average Cost of Capital
3. WACC: Filled in template
1. VIDEO M&A Transaction Part 2 - Detailed Excel Analysis & Waterfall
2. Slides: M&A Transaction Part 2 - Detailed Excel Analysis & Waterfall
3. EXCEL: M&A Transaction Financial Model - Detailed Excel Analysis & Waterfall
1. Video: Valuation and Ownership
2. EXERCISE: Modeling out the Discount vs. Valuation Cap
3. Slides: Valuation
4. Helpful links
5. How to determine Valuation (more kpis & metrics)
6. Variation in valuations that goes unexplained = AKA the Dark Matter
1. Video: Funding Vehicles
2. Slides: Funding Vehicles
3. Reference Links
4. Build Your Own Fund Model
5. Funding Rounds and Sizes
6. Video: The Evolution of Fund I to III
7. SLIDES: The Evolution of Venture Capital
8. LP who teaches Fund Modeling
9. How to Raise Money from LPs on Twitter
1. Co-founders Agreement Best Practices
2. Video: Captables , Return Analysis, & Waterfall Analysis
3. Slides: Captables & Waterfall Analysis
4. Captable & Return Analysis Model
5. Additional simple captable without valuation cap
6. Case Studies on Different Types of Returns
7. Early Stage example of $500k to $3B
1. What & Why a Data Room?
2. Video: Data Rooms
3. Dataroom Checklist
4. Dataroom Artifacts
1. Video: The Tech Stacks of Venture Capital
2. Slides: The Tech Stack of Venture Capital
1. Industry & Exit Trends
1. Due Diligence
2. Diligence
1. Investment Committee Process / How to Write Memos
2. Slides: Investment Committee Process & How to Write Memos
3. Template : Investment Committees
4. Investment Memo Templates
1. term sheets
2. Exploding Term Sheets
3. Legal Templates & Sample Term Sheets
4. Examples of SAFE & Convertible Note Templates
5. Accelerators & Terms
1. boards
1. The Investment Committee Template
2. Investment Committee: 1 (Food Tech Deal)
3. Investment Committee: 2 (Space Deal)
4. Investment Committee: 3 (Cyber Security)
5. Investment Committee: 4 (Fintech)
6. Investment Committee: 6 (Hydrogen Energy / Cleantech)
7. Investment Committee: 7 (B2B Saas)
8. Investment Committee: Space / Fintech
9. Late Stage Ed Tech
10. Investment Committee: Aviation Deep Tech Company
11. Quantum Computing Deal
12. Quantum Deal: Return Analysis
1. Qualified Small Business Stock (QSBS) Definition and Tax Benefits
2. QSBS Tax Benefits: How to Use Qualified Small-Business Stock
1. B2B SaaS
2. Healthtech
3. Deep Tech - Aviation
4. Food Tech
5. Deep Tech / Aviation
6. Healthcare Delivery Startup - Africa
7. Delivery Service Aggregator (B2B deal)
8. Nuclear Energy Deal
9. Fashion Tech Consumer App
10. Sports Betting / Fantasy Sports Startup
11. Enterprise Fintech Deal (Corporate Reporting/Reimbursements)
1. Family Offices & Fund Manager Selection
1. Digital Health Trends
2. Founders Perspectives on VCs
1. TVPI & MOIC
2. Excel Models for Performance Reporting
3. fund performance reporting
1. VC & Private Equity Career Roadmap Template
2. Resume & Coverletter Template
3. Career Titles
4. Goals: Self Reflection
5. Your VC / PE Career Toolkit
6. VC / Private Equity Job Tracker Spreadsheet
7. Practice Interview Question - Return Analysis
8. Good Blogs & Reading
9. Case Study #1: Slides and Models: Digital Health Interview Financial Model Case Study
10. Case Study #1: Video: Digital Health Interview Financial Modeling Case Study
11. Case Study #2: Quantitative Valuation - Financial Model Case Study (download the model)
12. Case Study #2: VIDEO: Quantitative Valuation - Financial Model Case Study
13. Case Study #3 : Medical Device Company Decks & Models
14. Case Study #3 (PART1) : VIDEO Medical Device Company Lecture
15. Case Study #3: Part 2: VIDEO Medical Device Company Lecture
16. Case Study 4: Convertible Securities & Dilution
17. Case Study 4: Convertible Securities & Dilution (Excel Model)
18. Mock interviews & resume prep / career coaching
19. Case Study 5 (Part 1): SAFE Edge Cases when it comes to liquidity
20. Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity
21. EXCEL DOWNLOAD Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity
22. Case Study 6: Video: ARR & Revenue Analysis
23. Case Study 6: Excel ARR & Revenue Analysis
1. The Emerging Fund Manager Universe
2. Institutional LP / Allocator Universe
3. How to Reach out to LPs
4. Fund Manager Career Trajectory
5. The Evolution of Fund I to III
6. Fund Manager Tools
7. Due Diligence Checklists / Recycling Distributions Best Practices
8. Fund Team Dynamics / Best Practices
9. Building an Institutional Investment Track Record
10. Typical LP Questions - to be AWARE of
11. Developing a Fund Strategy
12. Differentiating your Fund
13. Fund Portfolio Construction
14. Portfolio Construction Resources
15. Fund Terms Best Practices
16. Video: Saving Money with management Fee Offsets
17. Save Money on Your GP Commit with Management Fee Offsets
18. Friendly Terms for both Funds & LPs
19. Live Chat With a Multibillion Dollar Single Family Office who invests in funds
20. Live Video with an LP Investing in Funds
21. Live Video with an LP: Single Family Office in USA
22. Live Video with an LP: Single Family Office in the UK
23. Live Video with an LP: Fund of Funds
24. Fund Model Template
25. Fund Modeling (video lecture by an LP)
26. How LPs Conduct Due Diligence
27. Build vs. Buy for Fund Managers
28. Performance Reporting
29. Fund Datarooms Templates & Best Practices
30. LP Deck & Fundraising Templates (for educational purposes only)
31. Legal / Compliance Best Practices
32. Fund Marketing & Fundraising Best Practices
33. LP Update Template
34. Company Updates to LPs & Fund Managers
35. Fund Manager Demo Day

About this course

228 lessons

TRANSFORM YOUR CAREER

Into the Exciting World of Private Equity & Venture Capital

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Orientation

Digital Platforms, Email, & Tools

The Investment Management Universe

Private Equity & Venture Capital Landscape

VC Career Pathways

Intro to Private Equity (Private Equity 101)

Corporate Venture Capital: Strategic & Financial Strategies

Secondary Markets and Transactions

Private Equity / VC Processes & Frameworks

Market Sizing

Developing an Investment Thesis & Investor Lens

Sourcing Deals and Logistics

Dealflow Outreach: What to say to Founders, How to PASS

Financial Statements, Financial Modeling, & KPIs

Discounted Cashflow

Leveraged Buy Outs (Models)

Weighted Average Cost of Capital

Mergers and Acquisitions

Valuation and Ownership

Funding Vehicles

Cap Tables & Return Analysis

Data Rooms

Tech Stacks & VC Platforms

Industries & Exit Trends

Diligence

Investment Committee Process / How to Write Investment Memos

Term Sheets

Board Meetings

Investment Committees at Sutton

Qualified Small Business Stock (QSBS)

Due Diligence Portfolio Phone Calls (Recordings)

Family Offices

Guest Speakers

Performance Reporting

Career Prep

Launch Your Own Fund

About this course